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大行評級丨花旗:韓國斗山集團將成英偉達Blackwell芯片的受益者 預計未來一年股價升超40%
格隆匯 11-15 14:46
花旗認為韓國斗山集團將成為英偉達下一代人工智能芯片的重要受益者,並預計其股價在未來12個月內將上升40%以上。該行將斗山集團評級定為“買入/高風險”,並將其目標價定為33萬韓元(234美元)。分析師強調了斗山作為英偉達“覆銅層壓板”(CCL)獨家供應商的地位。CCL是這家芯片巨頭即將推出的Blackwell圖形處理單元的關鍵部件。英偉達的下一代人工智能芯片Blackwell受到OpenAI、微軟(Microsoft)、Meta等公司的追捧,其他公司正在打造人工智能數據中心,為ChatGPT和Copilot等產品提供動力。
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